Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,655,413
+$1,772 QoQ
Shares Held
13,078
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#889
of 2,446 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Safe Harbor Fiduciary, LLC holds $1,655,413 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
13,078 | $1,655,413 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,413 | 13,078 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,653,641 | 12,629 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,458,795 | 12,446 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $79,414 | 673 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $185,150 | 1,518 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $163,549 | 1,518 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $175,025 | 1,518 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||